The Vox Markets Podcast With Justin Waite

Another Global Sell Off But Is this an Opportunity?  Macro, Micro News for Monday 5th August 2024 A daily podcast covering the Macro & Micro News that's relevant to the UK FTSE 100 DOWN 2% FTSE 250 DOWN 3% FTSE SMALL CAP 2% AIM ALL SHARE 2% BITCOIN DOWN 10% JAPAN’S NIKKEI DOWN 10% NASDAQ DOWN  Stock indices around the world have slumped after weak manufacturing and employment data in the US raising concerns that the US economy may be on its way to recession. This has been compounded by the Japan central bank raising their interest rates meaning an exaggerated sell off there too. This also affects the Yen carry trade. The Fed again has been late to the party. They were late raising interest rates and raised them too quickly and now are late reducing them and now it’s looking like they are going to have to reduce them faster than expected.  Good News The markets are now pricing in five Federal Reserve interest rate cuts this year. Five is a massive change. This has gone up from just two forecasted

Global Sell Off on Fears of U.S. Recession! MACRO NEWS STORY 1 Stock indices around the world have slumped after weak manufacturing data and company earnings raised concerns that the US economy may be on its way to recession. STORY 2 The new Labour government has shelved £1.3bn of funding promised by the Conservatives for tech and Artificial Intelligence (AI) projects according to the BBC. STORY 3 Figures for retail footfall in the UK fell for a twelfth consecutive month as shoppers opted to spend on holidays and leisure rather than consumer goods. STORY 4 City bosses have sounded the alarm on a hike in capital gains tax (CGT) today as Rachel Reeves rolls the turf for a sweeping round of tax raids at her first budget in October. MICRO NEWS - ADVFN #AFN is pleased to launch of ADVFN AI Intelligence - Kinovo Plc #KINO confirm that it has completed the build of the final outstanding legacy project - SkinBioTherapeutics #SBTX has raised £1.56m at 10.5p - XP Factory #XPF will release its results for the 15 m

Bull Market Incoming - Bank of England Reduce Interest Rates Plus Macro news on: Positive Manufacturing PMI numbers Positive House price index numbers Plus I cover 5 companies with news out, 2 of which are basket cases To receive my weekly tips visit www.sharepickers.com/tips PLEASE DO YOUR OWN RESEARCH. NOTHING I WRITE IN THE BLOG SHOULD BE CONSIDERED AS INVESTMENT ADVICE OR AN ENDORSEMENT OF THE COMPANIES MENTIONED. I PERSONALLY HOLD A POSITION IN THIS COMPANY BUT I HAVE A DIVERSIFIED PORTFOLIO AND A STRATEGY THAT MANAGES MY RISK. ANY COMMENTARY SHOULD BE CONSIDERED SUBJECTIVE. THIS SHOULD BE THE STARTING POINT OF YOUR RESEARCH, NOT THE BE-ALL AND END-ALL.

MACRO & MICRO - WEDNESDAY 31ST JULY 2024 A daily podcast covering UK Macro & Micro News To receive my weekly tips visit www.sharepickers.com/tips MACRO NEWS "I think we will have to increase taxes in the Budget," Rachel Reeves told the News Agents podcast. She was responding to a question about raising money following her claim on Monday that the previous government left a £22bn "hole" in the public finances. Labour said repeatedly during the election campaign there would be no tax rises on "working people", but the Conservatives had insisted Labour would increase them. Ms Reeves reiterated that the government would not raise VAT, national insurance or income tax, as promised in Labour's manifesto, but she did not rule out increasing inheritance tax, capital gains tax or pension reform. £9BN OF THAT £22BN WAS THE WAGE INCREASES SHE AWARDED TO PUBLIC SECTOR WORKERS! In the last financial year, to March 2024, the government borrowed £122.1bn.  The most recent monthly figures show that borrowing

MACRO & MICRO - TUESDAY 30TH JULY 2024 A daily podcast covering UK Macro & Micro News MACRO NEWS: Prices in British shops UK Interest Rates Reaction to Chancellor Rachel Reeves speech MICRO NEWS FROM: Altitude Group #ALT Auriga International #AUR Dialight plc #DIA Filtronic #FTC Flowtech Fluidpower #FLO Gaming Realms #GMR Journeo #JNEO Ondo Insurtech #ONDO Pod Point #POPD Xaar plc #XAR To receive my weekly tips visit www.sharepickers.com/tips PLEASE DO YOUR OWN RESEARCH. NOTHING I WRITE IN THE BLOG SHOULD BE CONSIDERED AS INVESTMENT ADVICE OR AN ENDORSEMENT OF THE COMPANIES MENTIONED. I PERSONALLY HOLD A POSITION IN THIS COMPANY BUT I HAVE A DIVERSIFIED PORTFOLIO AND A STRATEGY THAT MANAGES MY RISK. ANY COMMENTARY SHOULD BE CONSIDERED SUBJECTIVE. THIS SHOULD BE THE STARTING POINT OF YOUR RESEARCH, NOT THE BE-ALL AND END-ALL.

MACRO MICRO NEWS 29/07/2024 ABOUT THE SHAREPICKERS INVESTMENT CLUB  If you want to make money in the stock market, you have to avoid these two mistakes. Investors who lose money in the stock market always make these mistakes. They are relatively easy to correct.  My name is Justin Waite, I am a UK based private investor who specialises in microcap stocks (stock with a market capitalisation of £100m). I also run The Sharepickers Investment Club which aims to teach people how to invest, or to help current investors to improve their skill.  My 3-step, WHAT, WHEN, HOW strategy helps people avoid the most common investors mistakes. I also host a live weekly webinar to cover potential investment ideas and various aspects of investing. Each company looked at is analysed across 20 metrics, then scored, coloured coded and ranked on the MicroCap League. Members of The SharePickers Investment Club also receive Justin’s investment book: How to become a Microcap Millionaire - A 3 Step Strategy to Stock Market Success

John Meyer: This has One of the Lowest Risk Profiles I’ve Seen For a Long Time. John Meyer Mining Analyst and Partner at SP Angel looks at the Macro News affecting commodity prices and covers the following companies: Kavango Resources #KAV Cornish Metals #CUSN Mkango Resources #MKA Sovereign Metals #SVML ABOUT THE SHAREPICKERS INVESTMENT CLUB If you want to make money in the stock market, you have to avoid these two mistakes. Investors who lose money in the stock market always make these mistakes. They are relatively easy to correct. My name is Justin Waite, I am a UK based private investor who specialises in microcap stocks (stock with a market capitalisation of £100m). I also run The Sharepickers Investment Club which aims to teach people how to invest, or to help current investors to improve their skill. My 3-step, WHAT, WHEN, HOW strategy helps people avoid the most common investors mistakes. I also host a live weekly webinar to cover potential investment ideas and various aspects of investing.

Ian James CEO of Silverbullet Data Services #SBDS says Google's decision not to deprecate the third party cookie is Positive for their Business.  Ian James says: “What Google came out with today is saying is they're not going to deprecate the cookie. They're going to take a different route to providing privacy safe browsing environments, and their suggestion is that they will look to do pretty similarly, actually, an easy comparable is what Apple have already done.  Apple has set the bar very high; they go as far as to say that privacy is a fundamental human right. Whenever you're on safari, which is Apple's browser, or in the Apple ecosystem on your mobile device, then by proxy by design, then you have to consent to be tracked. Therefore, Apple has already done that. As you said, there are other browsers in the market like Mozilla and Firefox, and so forth, so more than half the market now pretty predominantly would say that cookies are deprecated.  So Google's decision today is certainly a positive one f

Alan Green CEO of Brand Communications discusses the markets and covers 4 companies with news out including:  Brave Bison #BBSN  First Class Metals #FCM  Beeks Financial Cloud #BKS  Zoo Digital #ZOO  Alan Green: Another Strong Performance from this Company ABOUT THE SHAREPICKERS INVESTMENT CLUB  If you want to make money in the stock market, you have to avoid these two mistakes. Investors who lose money in the stock market always make these mistakes. They are relatively easy to correct.  My name is Justin Waite, I am a UK based private investor who specialises in microcap stocks (stock with a market capitalisation of £100m). I also run The Sharepickers Investment Club which aims to teach people how to invest, or to help current investors to improve their skill. My 3-step, WHAT, WHEN, HOW strategy helps people avoid the most common investors mistakes.  I also host a live weekly webinar to cover potential investment ideas and various aspects of investing. Each company looked at is analysed across 20 metri

John Meyer, Mining Analyst and Partner of SP Angel discusses the problems China is facing, namely the housing collapse and the knock on effects on the levels of bad debt at the banks. This has also had an effect on consumer spending and GDP.  John also comments on Gold, Copper and the following companies:  Solgold #SOLG  Bushveld Minerals #BMN  Anglo-Asian Mining #AAZ  John Meyer: Is there a Banking Crisis in China?  ABOUT THE SHAREPICKERS INVESTMENT CLUB If you want to make money in the stock market, you have to avoid these two mistakes. Investors who lose money in the stock market always make these mistakes.  They are relatively easy to correct.  My name is Justin Waite, I am a UK based private investor who specialises in microcap stocks (stock with a market capitalisation of £100m). I also run The Sharepickers Investment Club which aims to teach people how to invest, or to help current investors to improve their skill.  My 3-step, WHAT, WHEN, HOW strategy helps people avoid the most common investors

Time Finance's purpose #TIME is to help UK businesses thrive and survive through the provision of flexible funding facilities. It offers a multi-product range for SMEs concentrating on Asset, Loan and Invoice Finance. While focussed on being an 'own-book' lender, the Group does retain the ability to broke-on deals where appropriate, enabling it to optimize business levels through market and economic cycles. ABOUT THE SHAREPICKERS INVESTMENT CLUB  If you want to make money in the stock market, you have to avoid these two mistakes. Investors who lose money in the stock market always make these mistakes. They are relatively easy to correct. See the video below called: Investors Avoid These Two Mistakes. 

Paul Webb CEO of Synectics: We Have Strong Confidence in Sustainable Growth  In this video I interview Paul Webb CEO of Synectics #SNX, who discusses their interim results, business model and potential.  Synectics plc #SNX a leader in advanced security and surveillance systems that help protect people, property, communities, and assets around the world. The Company's expertise is in providing solutions for specific markets where security and surveillance are critical to operations.  These include gaming, oil and gas, public space, transport, and critical infrastructure. Synectics has deep industry experience in these markets and works closely with customers globally to deliver solutions that are tailored to meet their needs.  Technical excellence, combined with decades of experience and long-standing customer relationships, provides fundamental differentiation from mainstream suppliers and makes the Company a stand-out in its field.  ABOUT THE SHAREPICKERS INVESTMENT CLUB If you want to make money in the

Alan Green CEO of Brand Communications talks about a company that has delivered 32.4% compund annual growth and says it has a very bright future.  Alan Green: This Co Has a Very Bright Future Companies covered:  Beeks Financial Cloud #BKS  Ramsdens #RFX  Cadence Minerals #KDNC  ABOUT THE SHAREPICKERS INVESTMENT CLUB  If you want to make money in the stock market, you have to avoid these two mistakes. Investors who lose money in the stock market always make these mistakes. They are relatively easy to correct. See the video below called: Investors Avoid These Two Mistakes. My name is Justin Waite, I am a UK based private investor who specialises in microcap stocks (stock with a market capitalisation of £100m).  I also run The Sharepickers Investment Club which aims to teach people how to invest, or to help current investors to improve their skill. My 3-step, WHAT, WHEN, HOW strategy helps people avoid the most common investors mistakes.  I also host a live weekly webinar to cover potential investment ideas

The Weekend Podcast with Justin, Paddy & Pete but not Steve. Pete asks, which stocks / sectors are likely to do well under the Labour government? ABOUT THE SHAREPICKERS INVESTMENT CLUB  If you want to make money in the stock market, you have to avoid these two mistakes. Investors who lose money in the stock market always make these mistakes. They are relatively easy to correct. See the video below called: Investors Avoid These Two Mistakes.  My name is Justin Waite, I am a UK based private investor who specialises in microcap stocks (stock with a market capitalisation of £100m). I also run The Sharepickers Investment Club which aims to teach people how to invest, or to help current investors to improve their skill. My 3-step, WHAT, WHEN, HOW strategy helps people avoid the most common investors mistakes.  I also host a live weekly webinar to cover potential investment ideas and various aspects of investing. Each company looked at is analysed across 20 metrics, then scored, coloured coded and ranked on

John Meyer: You Can Do an Awful Lot with a Ton of Tin!  In this video John Meyer, Mining Analyst and Partner at SP Angel discusses, Gold, Lithium, China's impact on commodity price plus the following companies: Atlantic Lithium #ALL Kodal Minerals #KOD BlueJay Mining #JAY Cornish Metals #CUSN  ABOUT THE SHAREPICKERS INVESTMENT CLUB  If you want to make money in the stock market, you have to avoid these two mistakes. Investors who lose money in the stock market always make these mistakes.  They are relatively easy to correct. See the video below called: Investors Avoid These Two Mistakes. My name is Justin Waite, I am a UK based private investor who specialises in microcap stocks (stock with a market capitalisation of £100m). I also run The Sharepickers Investment Club which aims to teach people how to invest, or to help current investors to improve their skill.  My 3-step, WHAT, WHEN, HOW strategy helps people avoid the most common investors mistakes. I also host a live weekly webinar to cover potential i

Vadim Alexandre: Two Potential Recovery Plays.  Vadim Alexandre Head of Healthcare at SP Angel discusses two companies within his sector that he believe could possess some upside recovery potential.  The companies are: Surgical Innovations #SUN Cambridge Cognition #COG  If you want to make money in the stock market, you have to avoid these two mistakes. Investors who lose money in the stock market always make these mistakes. They are relatively easy to correct.  See the video below called: Investors Avoid These Two Mistakes.  My name is Justin Waite, I am a UK based private investor who specialises in microcap stocks (stock with a market capitalisation of £100m). I also run The Sharepickers Investment Club which aims to teach people how to invest, or to help current investors to improve their skill.  My 3-step, WHAT, WHEN, HOW strategy helps people avoid the most common investors mistakes. I also host a live weekly webinar to cover potential investment ideas and various aspects of investing. Each compan

Alan Green: After that Trading Update I'd be Surprised if these Shares Don't Go Higher In this video. Alan Green covers 3 companies: Trifast #TRI Electric Guitar #ELEG Time Finance #TIME If you want to make money in the stock market, you have to avoid these two mistakes. Investors who lose money in the stock market always make these mistakes. They are relatively easy to correct. See the video below called: Investors Avoid These Two Mistakes. My name is Justin Waite, I am a UK based private investor who specialises in microcap stocks (stock with a market capitalisation of £100m). I also run The Sharepickers Investment Club which aims to teach people how to invest, or to help current investors to improve their skill. My 3-step, WHAT, WHEN, HOW strategy helps people avoid the most common investors mistakes. I also host a live weekly webinar to cover potential investment ideas and various aspects of investing. Each company looked at is analysed across 20 metrics, then scored, coloured coded and ra

Is this Company Back in Tune or Still Hitting Bum Notes? During Covid this company's share price rallied by over 500% but since then it's come back down to earth. However are there signs a recovery is in play?  This podcast is about Gear4Music #G4M which sells own-brand musical instruments and music equipment alongside premium third-party brands including Yamaha, Roland and Roland, to customers ranging from beginners to musical enthusiasts and professionals, in the UK, Europe and the Rest of the World. Having developed its own e-commerce platform, with multilingual, multicurrency websites delivering to over 190 countries, the Group continues to build its overseas presence.  I ask members of the SharePickers Investment Club whether it's One of the Watchlist or One to Ignore.  THE SHAREPICKERS INVESTMENT CLUB  If you want to make money in the stock market, you have to avoid these two mistakes. Investors who lose money in the stock market always make these mistakes. They are relatively easy to correct.  My n

Alan Green CEO of Brand Communications discusses three different companies. One of which he says is due to release an interim statement that will show some strong numbers. Alan Green: Interims Out in 9 Days and a Strong Update is Expected  The companies discussed are:  Moonpig #MOON  Voyager Life plc #VOY  Synectics #SNX  If you want to make money in the stock market, you have to avoid these two mistakes. Investors who lose money in the stock market always make these mistakes. They are relatively easy to correct. See the video below called: Investors Avoid These Two Mistakes. My name is Justin Waite, I am a UK based private investor who specialises in microcap stocks (stock with a market capitalisation of £100m).  I also run The Sharepickers Investment Club which aims to teach people how to invest, or to help current investors to improve their skill. My 3-step, WHAT, WHEN, HOW strategy helps people avoid the most common investors mistakes. I also host a live weekly webinar to cover potential investment ide

Is this Top Performing Stock about to Drop on Forecasts? This company's share price has risen by over 200% in the last 8 months on very strong results but their revenune is forecast to drop by 19% this year and operating profit is due to fall by 47%. This is company looks like a quality business with good margins and a decent client base but are investors aware that this years forecasted results will not be as strong? Intercede #IGP is a cybersecurity software company specialising in digital identities, and its innovative solutions enable organisations to protect themselves against the number one cause of data breach: compromised user credentials. The Intercede suite of products allows customers to choose the level of security that best fits their needs, from Secure Registration and ID Verification to Password Security Management, One-Time Passwords, FIDO and PKI. Uniquely, Intercede provides the entire set of authentication options from Passwords to PKI, supporting customers on their journey to passwor